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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,930 |
DUNBAR, BENDER & ZAPF, INC.7+ years Service code 13 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $5,854 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,322 | $56,339-69.3% | $104,301-83.4% | $68,495-74.7% |
| Participation rate | 98.9% | 63.3%+35.6pp | 73.3%+25.6pp | 67.9%+31.0pp |
| Annual return | 1.17% | -9.19%+10.4pp | 24.61%-23.4pp | -7.84%+9.0pp |
| Employer contribution / active EE | $2,198 | $1,960+12.1% | $3,373-34.8% | $2,596-15.4% |
| Participant deferral / active EE | $349 | $3,077-88.7% | $4,626-92.5% | $4,028-91.3% |
| Admin fee / account holder | $284 | $4,902-94.2% | $7,340-96.1% | $5,403-94.7% |